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Invesco Preferred ETF
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Overview Fund Activity

489 hedge funds and large institutions have $3.02B invested in Invesco Preferred ETF in 2020 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 202 increasing their positions, 107 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
489
Holders Change
+65
Holders Change %
+15.33%
% of All Funds
8.68%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.3%
New
107
Increased
202
Reduced
107
Closed
34
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
Charles Schwab
California
$53.7M
2
Bank of America
Bank of America
North Carolina
$687M
3
Cohen & Steers
Cohen & Steers
New York
$31.3M
4
LPL Financial
LPL Financial
California
$85.1M
5
Morgan Stanley
Morgan Stanley
New York
$190M

Top Sellers

1
HNB
Huntington National Bank
Ohio
$107M
2
HI
Horizon Investments
North Carolina
$0
3
HCM
Hilton Capital Management
New York
$36M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$0
5
PI
PFS Investments
Georgia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SIS
226
Sound Income Strategies
Florida
$652K -$30.2K -1,982 -4%
OC
227
Oppenheimer & Co
New York
$649K +$22.6K +1,478 +4%
Citadel Advisors
228
Citadel Advisors
Florida
$649K +$649K +42,531 New
WWM
229
Western Wealth Management
Colorado
$643K -$26.1K -1,713 -4%
FWM
230
Frontier Wealth Management
Missouri
$634K +$57.7K +3,781 +10%
CA
231
Cetera Advisors
Colorado
$626K +$249K +16,324 +66%
BAAM
232
Baker Avenue Asset Management
California
$621K – – –
FMC
233
First Merchants Corp
Indiana
$610K – – –
CK
234
Cohen Klingenstein
New York
$610K – – –
MAFM
235
Mid Atlantic Financial Management
Pennsylvania
$604K +$48.1K +3,151 +9%
CCB
236
Cutter & Co Brokerage
Missouri
$593K -$67.1K -4,398 -10%
PA
237
PFG Advisors
Arizona
$593K +$40.9K +2,677 +7%
CSPIA
238
Cary Street Partners Investment Advisory
Virginia
$581K +$487K +31,956 +520%
VFA
239
Valeo Financial Advisors
Indiana
$580K +$430K +28,139 +286%
SXL
240
Summit X LLC
Missouri
$575K -$39.2K -2,575 -6%
PFA
241
Pinnacle Family Advisors
Missouri
$573K +$573K +37,521 New
OFA
242
Oak Family Advisors
Illinois
$570K +$570K +37,325 New
JWCA
243
J.W. Coons Advisors
Ohio
$558K -$151K -9,890 -21%
APW
244
Aurora Private Wealth
New Jersey
$554K +$1.02K +67 +0.2%
BA
245
Bluesphere Advisors
Pennsylvania
$548K +$548K +35,971 New
BRWA
246
B. Riley Wealth Advisors
Florida
$542K +$10K +655 +2%
NC
247
NewSquare Capital
Pennsylvania
$537K +$30.1K +1,975 +6%
TWM
248
Tradition Wealth Management
Minnesota
$537K +$537K +35,219 New
US Bancorp
249
US Bancorp
Minnesota
$530K -$20.5K -1,341 -4%
APP
250
Avantax Planning Partners
Iowa
$520K +$202K +13,223 +63%
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